Filed April 7, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,370 | $95,971-75.6% | $74,550-68.7% | $135,375-82.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.91% | 56.96%-63.9pp | 32.53%-39.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,414 | $2,716-47.9% | $1,961-27.9% | $4,779-70.4% |
| Participant deferral / active EE | $3,740 | $3,843-2.7% | $3,108+20.3% | $5,609-33.3% |
| Admin fee / account holder | $1,572 | $6,522-75.9% | $5,060-68.9% | $10,827-85.5% |